DON'T GO IT ALONE

Preparation, Planning, Problem Solving. These Are a Few of Our Favorite Things.

(Also, coffee, ping pong and Sci-Fi marathons.)

Since our beginning in 1913, our founders have passed on the torch of pride, ownership and legacy to our partners over the past one hundred years. Like our founders, you are building a legacy. You want to win, because winning feels great and profitable financials are worth celebrating.

What might you do differently if you had a proactive accountant helping you plan for the future of your business? Our clients say they run smarter, win bigger and have more fun.

At BT&Co. we love accounting, and you’ll love what we can do for you.

AuditServices

You should look for two things when you are selecting a firm to conduct your audits; Experience and Communication. We have both in spades. Our experience has refined our skill, that means better efficiency and a better value for our clients. We will respectthe value of your time, you won’t have to waste your time calling us to try to find answers.Our timely, proactive communication will help you. The time you would have spent tryingto contact your audit firm can now be spent contacting that new lead, or maybe finally calling your mom back.

ProactiveAccountingSolutions

TaxServices

We love accounting, you probably love something else… like bodybuilding. We don’t know anything about bodybuilding, but we do know that a bodybuilder once successfully deducted the cost of body oil on his taxes. Keeping up on tax laws and eligible deductions is a full time job. Let us do that for you so you can focus on other things...like your delts. They are looking a bit soft.

Here Is What You Can Expect From Us:

1. Friendly and approachable.Call or email us at any time and you won’t be billed for it.

2. We talk your language.Easy to understand advice from your accountant – we promise to keep the acronyms to a minimum! LOL

3. Quick turnaround on all projects.We do what we say we'll do, when we say we'll do it.

4. Focus on helping you grow.We love helping businesses grow and getting them thinking about where the business is heading.

Our Discovery Process Ensures We’re Both Comfortable With The Relationship And That It Is Set Up For Long-Term Success.

Here’s How Our Process Works:

1. The Discovery Meeting: This is an initial meeting to discuss your business and your needs, challenges, opportunities and goals for the future. We'll cover the basics and get a good idea of the “lay of the land.”

2. The Plan of Action: If we both feel like moving forward is good idea, we will draft a plan of action for you. When that’s complete, we’ll meet to review it. We prefer to offer a fixed-price service plan that includes all of the services we will provide for the next year. Fixed prices = no surprises for you.

3. The Foundation:The initial phase of working together will include any preliminary or planning work as determined by the plan of action. This might include altering software setup or the chart of accounts, reviewing documents, looking through historical records, etc. This foundational work isn’t always fun (unless you love accounting, like us) and sometimes can feel like taking a step backward, but it is absolutely critical to set things up and have a complete understanding at the outset so we can build for Big Wins in the future.

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Since 1998, Berberich Trahan & Co., P.A. has been a proud member of RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States, with more than 75 members in over 38 states, the Cayman Islands, and Puerto Rico. We accepted an invitation to become a member of RSM US Alliance because it is a natural fit with our commitment to our clients and our determination to stay at the forefront of developments affecting accounting and consulting firms today.

RSM US Alliance provides its members with access to resources of RSM US LLP. RSM US Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each are separate and independent from RSM US LLP. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International. The RSM™ logo is used under license by RSM US LLP. RSM US Alliance products and services are proprietary to RSM US LLP.